SilverAssist's Elderlife business unit is looking for a passionate self-starter with the ability to discover qualified opportunities by responding to inbound interests to build rapport and establish relationships

Details

Elderlife Financial is the only company in the nation that provides financing solely focused on seniors! Every day, new families are transitioning a loved one into senior living and need additional funds for the upfront expenses. These families call upon Elderlife for easy financing options. The Elderlife Bridge Loan was created specifically for seniors that need quick access to funds to pay for increased care. Additionally, Elderlife Financial provides guidance on other private-pay financial resources to ensure families are paying for care in the best way possible.

Are you ready to bring your exceptional sales and customer service skills and experience to Elderlife Financial and kickstart an amazing career in our highly unique market?

Summary

Elderlife is looking for a passionate self-starter with the ability to discover qualified opportunities by responding to inbound interests to build rapport and establish relationships for the Financial Concierge who provides expert resources, veterans’ benefits, real estate services, long-term care insurance, or life insurance, and for seniors who want or need to move immediately, an Elderlife Bridge Loan.

This is a business office environment and customer interactions are via phone and email.

Essentials duties and responsibilities

Other duties may be assigned:

As a Customer Advocate, you will help build the loan pipeline for ElderLife Financial’s Financial Concierge team:

• Identify and pursue new business opportunities through outreach from inbound inquiries.
• Use empathy and skillset to qualify and prioritize potential leads, ensuring they align with company goals.
• Collaborate cross-functionally with internal teams to ensure a seamless transition of new clients and drive revenue growth.
• Keep accurate records of all sales and prospecting activities, using SalesForce.
• Communicate regularly with management on progress, opportunities, and challenges, and proactively seek feedback to improve performance continuously.
• Actively listen and assess families’ needs to find the best solutions.
• Employee must work exclusively for Elderlife unless approved by President

Required skills & experience

• 1+ years of sales, customer service, and/or finance experience required; lending or claims experience helpful
• Punctual team player who thrives in fast paced environments
• Excellent phone presence
• Able to maintain a pipeline of accounts
• Enjoys the challenge of fast paced inbound/outbound phone sales - no cold calling required
• Empathetic to seniors and their families during the difficult transition
• Great communicator who is outgoing and compassionate.
• Organized team player
• Ability to multi-task
• Creative problem solver
• Desire to work in a goal-oriented call center environment
• Able to maintain compliance with financial and lending practices
• Ability to learn and utilize Salesforce and any future CRM
• Ability type proficiently and be a skilled user of Outlook, Microsoft Office, and Google Drive

Education

• High school diploma or equivalent
• College education & degree preferred

Benefits

In exchange for your hard work and dedication, we offer a competitive base hourly wage PLUS a considerable bonus plan. We offer a 401k plan and medical coverage including health, dental, vision, life, and disability insurance. We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture.’

Compensation

$40,000.00 base + commission